Tax Advisor
Kris RossignoliCFP®, CPA, CPA (Canada), CFP (Canada), TEP
Kris has over 15 years of experience providing cross-border tax planning, estate planning, financial planning, and wealth management solutions for high-net-worth Canadian and U.S. business owners, U.S. citizens living in Canada, Canadians moving to the U.S., and Canadians and Americans living abroad. Kris also provides Canadian and U.S. tax preparation services for high-net-worth individuals, estates, trusts, and corporations.
Prior to working at Cardinal Point, Kris worked at Deloitte LLP, specializing in Canadian private businesses and their owners, as well as Canada-U.S. cross-border tax.
Kris maintains his Canadian Chartered Professional Accountant, Chartered Accountant (CPA, CA); U.S. Certified Public Accountant (CPA Illinois); Canadian Certified Financial Planner (CFP®), U.S. Certified Financial Planner (CFP®), and Trust and Estate Practitioner (TEP) designations.
Ideal Clients
High Income
High Net Worth
Expats
Focus Areas
Tax Planning
Estate Planning
Expat Finance
Pricing
AUM
Availability
Accepting new clients
Credentials
CFP®, CPA, CPA (Canada), CFP (Canada), TEP
Business
Cardinal Point, Focus Partners Canada
Location
New York, New York, United States
Meeting Options
Remote, In-Person
Languages
English
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